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Company Preferences & Settings
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Accounting Sync
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Franchise Features
Product Updates
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Academy
Company Preferences & Settings
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Accounting Sync
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Franchise Features
Product Updates
Company Preferences & Settings
Provides users with essential tools to manage their account preferences and configurations.
Company Profit Percentage
How to Change Percent Profit in Company Settings
Adding Company Logo & Background
Adding a Background Image & Company Logo
Presentation Settings
Understanding Presentation Settings and the Preview Tab
Company Settings Management
Managing Company Settings in Bolster
